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Trending Articles
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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M&G’s Les Cameron: “If inflation remains high it will mean more pain for those saving for and in retirement”
Les Cameron, retirement expert at M&G Wealth, shares his views on how he sees UK inflation affecting retirees. Les Cameron (pictured), retirement…
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Estate Agents Report Busiest December on Record for House Hunters
The average number of house hunters registered per member branch was the highest December on record at 461 Supply of properties continues…
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Advisers must consider trusts ahead of looming tax storm
By Debbie Lumsden, private client director at VG As we begin 2022 with Covid-19 continuing to cause widespread disruption and economic uncertainty,…
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Risk v return: as Covid-19 enters the endemic phase, how can advisers support their more risk-averse clients’ needs for investment returns that can satisfy not only their objectives but also their risk tolerance levels?
It was only a matter of weeks ago, in late November 2021 when the World Health Organisation (WHO) designated the latest Covid-19…
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Friday newspaper round-up: Baltic Dry Index, BT Group, Unilever
In times of market dislocation, it rises sharply to reflect the difficulties in transporting goods – and during the pandemic it has…
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UK retail sales slump 3.7% in December as Omicron hits footfall
UK retail sales fell a worse-than-expected 3.7% in December from November as people completed their Christmas shopping earlier and the Omicron Covid…
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UK retail sales slump 3.7% in December
UK retail sales fell a worse-than-expected 3.7% in December from November as people completed their Christmas shopping earlier and the Omicron Covid…
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Mounting cost of living undermines UK consumer confidence – GfK
Consumer confidence in the UK weakened in January, a survey showed on Friday, as concerns about the rising cost of living mounted.…
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LCP’s Steve Webb: Committee report shows DWP ‘failing to learn lessons’ from state pension underpayment ‘debacle’
On Friday the Public Accounts Committee will issue its report into state pension underpayments. DWP estimate that around 135,000 people (overwhelmingly women)…
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Britain’s most and least affordable areas to live
Nationwide Building Society’s Local Affordability Report London borough of Kensington and Chelsea least affordable; East Ayrshire in Scotland remains most affordable North…